Thoughtfully managing a windfall

Receiving a substantial sum of money presents opportunities, but also challenges. This contradiction extends to the emotions you may feel after a windfall, whether through inheritance, the sale of a business, lottery, divorce or a legal settlement. That’s why it’s important not to rush into anything. As your experienced guide, we give you the time needed to acclimate to your new situation and face crucial decisions with clarity of mind.

Our team provides a thoughtful approach to this transition, along with expertise, deep resources and long-term planning tools. As you go about creating a life you have envisioned, we can help you reflect on the possibilities for your future. We then craft strategies that go far beyond the basics to help make your vision a reality.

If needed, we can also assist in coordinating a team of professional advisors who put your interests first. The result is a comprehensive financial plan that gives you the confidence that your goals are within reach.

Services Include

Wealth & Investment Management

Banking & Lending Solutions

Insurance & Annuities

Estate Planning

Charitable Giving

Risk Management

Business Sales and Valuations

Cash Management

With quality guidance and resources, you can maximize the possibilities of your windfall.

Banking and lending solutions provided by Raymond James Bank, N.A. Raymond James Financial Services, Inc. and Raymond James & Associates, Inc. are affiliated with Raymond James Bank, N.A., a federally chartered national bank

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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